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AMH

American Homes 4 Rent

American Homes 4 Rent (AMH) has a dated report snapshot, but its current priced-in claim is temporarily suppressed because the live engine record is unavailable or has changed.

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Key Takeaways

• American Homes 4 Rent owns and operates roughly 60,200 single-family rental homes, a scale and operating system that is hard to assemble house by house and is the structural advantage behind its steady occupancy and rent collection. • The clearest risk is rate and cost driven: as a real-estate trust carrying about $5 billion of net debt and funding new homes through a development program with substantial up-front costs, higher financing costs squeeze both refinancing and the economics of build

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Institutional ownership

447 institutional managers reported holding AMH in 13F filings for the quarter ended 2026-03-31. Together they hold about 82% of the company; the top 10 hold 46%. 70 opened new positions that quarter. Held by Vanguard Group, BlackRock, State Street, among others. On the short side, 8.6M shares were sold short as of the 2026-06-15 count, about 2% of shares outstanding (3.5 days of typical volume to cover).

Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.

Capital returns

AMH's share count grew 13.9% over the past five years. It pays a dividend, and has for 12 years running, raised 6 years straight; the current rate is $1.20 a share annually. Cash returned over the past three years: $1.11B in dividends.

Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.

Insider activity

Open-market insider buys at AMH over the trailing three years: 2023: 8 buys totaling $265k; 2024: 32 buys totaling $918k; 2025: 18 buys totaling $545k; 2026: 13 buys totaling $357k. 16 officers and directors are on file.

Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.

Earnings reactions

AMH's recent reports: the day-one move, then what the following quarter actually did.

reportday onenext quarter
2023-08-02+0.8%-10.4%
2023-11-04+7.6%0.0%
2024-02-24+1.4%+3.3%
2024-05-04-0.5%+4.7%

Day-one is the close-to-close move around the filing. Nothing here is investment advice.

Recent filings

AMH's latest 8-K filings: 2026-06-12 (items 8.01, 9.01); 2026-05-28 (items 7.01, 9.01); 2026-05-18 (items 5.07); 2026-05-06 (items 2.02, 9.01); 2026-02-27 (items 7.01, 9.01).

Item codes are the SEC's own classification of what each report discloses. Nothing here is investment advice.

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Last analyzed: June 27, 2026

For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.